Wealth Management Support for a Global Bulge Bracket Bank


Evalueserve, leveraging its expertise and automation capabilities, supports the wealth management division of a global bulge bracket bank. The partnership with Evalueserve ensured the timely and accurate delivery of crucial tasks and unlocked opportunities for the client to focus on strategic growth.

The Challenge

The client specialized support for their wealth management division, specifically in product marketing and digital communications. They also struggled with updating their product collaterals, 2a-7 annual credit reviews, and regulatory reports.

Our Solution

Evalueserve assembled a dedicated team of 15 full-time equivalents (FTEs) to offer round-the-clock coverage across the Americas and EMEA. The team’s timely production and distribution of key materials ensures the client effectively manages their content and teams. The scope of work encompasses:

  • Periodically updating all product collateral and distribution to the sales team.
  • Data checking and proofreading various marketing collaterals, i.e., sales ideas, brochures, and factsheets.
  • Carrying out coding and maintenance of marketing materials on Seismic.
  • Facilitating compliance review & approval.
  • Conducting 2a-7 annual credit reviews for around 220 issuers for regulatory compliance.
  • Producing coverage on sovereigns; quarterly earnings updates.
  • Managing weekly and monthly portfolio limit reports.

Business Impact

The partnership with Evalueserve has remarkable results for the wealth management division of the global bulge bracket bank. 

  • Efficient Resource Allocation: By providing effective and efficient support, Evalueserve helped free up the onsite client teams to focus on value-adding activities.
  • Automation and Validation: Implementing multiple layers of automated validations and automating manual tasks resulted in significant time and cost savings.
  • Reduced Dependencies: Extensive process documentation and data mapping minimized dependencies and optimized the overall process.



Evalueserve's robust support in product marketing and digital communications for the wealth management division of a global bulge bracket bank has demonstrated a commitment to excellence and efficiency.

The team provides the client a competitive edge through technological innovation, compliance expertise, and seamless communication. The attention to detail and agility of the Evalueserve team has proven them a reliable partner in the client's ongoing success.

Discover more about how our marketing services can help businesses differentiate and gain a competitive edge here: https://www.evalueserve.com/solutions/marketing-and-sales-enablement/

Furthermore, to learn more about our asset and wealth management solutions, click here: https://www.evalueserve.com/industry/asset-and-wealth-management-solutions/